1. 8 Critical Success Factors
When Planning a CMS Data Migration

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CMS Implementation & Content Migration
 Content migration is a vital step in a
CMS implementation
 Eight critical success factors to CMS
data migration will help:
 Save time
 Save costs
 Save resources
 Increase the ROI of a CMS implementation

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Success Factor #1: Dedicate the Appropriate
Personnel
Assign the appropriate personnel to a data migration project to
minimize downtime and avoid large-scale user disruption.

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Success Factor #2: Understand CMS Data
Migration Complexity
Possible challenges:
 Content restructuring complicates
metadata and link reassignment
 Dynamic pages require specialized
migration methods
 Digital assets that live outside of
the source CMS take time to
retrieve
Perform a complete assessment of the complexity of a CMS
migration to help set expectations for upper management and
ensure their buy-in throughout the process.

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Success Factor #3: Assess the Value of
Historical Data
 Identify data that provides high value
and those that have lost their
significance
 Migrate only the essential data to
reduce complexity and streamline the
migration process
 The following are examples of data
that may not warrant migration
 Redundant web pages
 Obsolete content
 Historical revisions that can be accessed
via an archive system

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Success Factor #4: Understand Target System
Requirements
 With any CMS, controlling all assets has certain
preparation requirements including data cleanliness,
completeness, and compatibility
 Not addressing these critical data requirements can cause
a CMS project to fail, resulting in cost and time overruns

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Success Factor #5: Create a Comprehensive
Migration Plan
 A comprehensive migration
plan should include the
following items:
 Scoping of the project
 Description of data migration
process
 Identification of risks
associated with data migration
 Testing
 Time estimates of project
phases
 Validation process
 Contingency procedures
 Migration teams must
undertake meticulous planning
and develop a comprehensive
migration plan to:
 Avoid potential data loss
 Ensure reduced downtime
 Minimize user disruption

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Success Factor #6: Identify and Assess Risks
 The key to successful data migration is to
anticipate and plan for risks
 This will help to avoid delays in the
migration schedule that can impact critical
business processes
 Areas that frequently introduce risk include:
 Management of corrupt data
 Variations in CMS data relationships
 Legacy information requirements

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Success Factor #7: Utilize the Appropriate
Migration Tools
 Bulk loading migration software
enables organizations to maintain
system availability and complete
data integrity while minimizing the
effects on application and user
performance
 It provides the most benefit to
organizations with heterogeneous
storage environments

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Success Factor #8: Obtain Expert Guidance
 ensure project success
 avoid costly delays
Start with an Assessment
A migration consultant will conduct a migration
assessment and provide documented
recommendations for the most complex areas of
a migration, including:
 Data preparation/cleansing
 Load sequencing and scheduling
 Configuration
 Customization points
 Training requirements
The most expeditious and practical way for any team to undertake a data
migration project is to include a professional migration consultant to:

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Avoid Costly Missteps
 Don't miss these 8 critical
success factors in CMS data
migration!
 To learn more Download
the Whitepaper
 For more information,
please contact iCiDIGITAL:
 800.478.1931
 INFO@iCiDIGITAL.COM